Client Reporting Associate

Arrow Search Partners; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A financial services company in New York is seeking an Entry-Level Financial Reporting Associate. The role involves assisting with regulatory and contractual reporting for institutional clients, maintaining reporting templates, and ensuring accuracy across deliverables. Ideal candidates will have a Bachelor's degree in finance or business and familiarity with reporting tools. The salary range is $75,000-$90,000 with full-time employment.

Qualifications

• 1-3 years of experience in financial reporting, operations, or client service.
• Understanding of global institutional client reporting and marketing materials.

Responsibilities

• Assist with the regulatory and contractual reporting for clients.
• Maintain and update reporting templates and schedules.
• Support the onboarding of new accounts and funds.

Skills

Financial reporting

Client service

Proficiency in Microsoft Excel

Familiarity with reporting tools

Education

Bachelor’s degree in finance or business

Tools

Vermilion Reporting Suite

Job description

About The Company
Our client is a specialized asset manager focusing on real assets and income‑oriented strategies, delivering solutions across public and private markets. The firm is known for its research‑driven approach serving a global client base of institutional and individual investors.

Responsibilities

• Assist with the regulatory and contractual reporting for institutional clients and shareholders
• Assist in the preparation and distribution of customized client reports
• Maintain and update reporting templates and schedules as needed
• Ensure accuracy and consistency across all reporting deliverables including fund factsheets
• Collaborate across teams to update data, disclosures, and messaging into recurring materials
• Assist in the creation, verification, and distribution of standardized and customized reporting packages and marketing materials
• Support the onboarding of new accounts and funds
• Support the execution of ad-hoc reporting requests

Requirements

• Bachelor’s degree in finance or business
• 1-3 years of experience in financial reporting, operations, or client service within asset management or financial services
• Proficiency in Microsoft Excel
• Familiarity with reporting tools or data visualization platforms
• Experience with Vermilion Reporting Suite a plus
• Understanding of global institutional client reporting and marketing materials

Salary Range

$75,000-$90,000

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Finance and Sales

Industry

Staffing and Recruiting